MeisterTask + Onepage

Manage new Onepage leads by creating tasks in MeisterTask

Easily manage your lead information in one seamless process. Whenever a new lead is generated in Onepage, a corresponding task is created in MeisterTask. This efficient workflow eliminates the need for manual data entry, speeding up your lead management process and allowing you to focus on critical business operations.

When this happens...
New Lead
Triggers when a new lead is added.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

- Select siteRequired
Trigger
Instant
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New Checklist Item
Triggers when a new checklist item is added to a task.
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Label
Triggers when a label is created.
Trigger
Instant
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- Trigger On Updated Tasks Instead of New Tasks?
Trigger
Polling
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- TaskRequired
- FileRequired
- FilenameRequired
Action
Write
- Task NameRequired
- Task Notes
- Due Date
Action
Write

- Task IDRequired
- Task Name
- Task Notes
- Due Date
Action
Write
- Person IdRequired
Action
Search
- Text
- Status
Action
Search
- NameRequired
- ColorRequired
Action
Search or write

New Attachment
Triggers when an attachment is created.
Trigger
Instant
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- ProjectRequired
Trigger
Polling
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- ProjectRequired
Trigger
Polling
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- ProjectRequired
- TaskRequired
Trigger
Polling
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New Task Label
Triggers when a Task label is created.
Trigger
Instant
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- NameRequired
- ColorRequired
Action
Write
Create Task Label
Creates a new task label.
Action
Write
- Text
Action
Search
- Name
Action
Search
- Text
- TaskRequired
- FileRequired
- FilenameRequired
Action
Search or write
- Text
- Status
- Task NameRequired
- Task Notes
- Due Date
Action
Search or write